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Dimensional US High Profitability ETF
DUHP

Overview Fund Activity

387 hedge funds and large institutions have $7.33B invested in Dimensional US High Profitability ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 210 increasing their positions, 94 reducing their positions, and 19 closing their positions.

Holders
387
Holders Change
+12
Holders Change %
+3.2%
% of All Funds
5.26%
Holding in Top 10
86
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.18%
% of All Funds
1.17%
New
42
Increased
210
Reduced
94
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$364M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.26B
3
AC
3
Apella Capital
Connecticut
$45.5M
4
PFA
4
Pure Financial Advisors
California
$203M
5
Mariner
5
Mariner
Kansas
$40.5M

Top Sellers

1
CW
1
Curio Wealth
Maryland
$854K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.16B
3
FIS
3
Fischer Investment Strategies
California
$4.21M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$45M
5
FH
5
Financial Harvest
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.26B 38,061,156 +2,372,876 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.16B 35,031,917 -3,199,384 -8%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$364M 10,998,637 +8,386,204 +321%
AP
4
Adero Partners
California
$234M 7,048,482 +141,158 +2%
FFM
5
Forum Financial Management
Illinois
$230M 6,937,524 +63,348 +0.9%
PFA
6
Pure Financial Advisors
California
$203M 6,129,103 +667,261 +12%
Corient Private Wealth
7
Corient Private Wealth
Florida
$95.3M 2,875,025 +122,322 +4%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$91.3M 2,755,707 +59,649 +2%
AA
9
Alesco Advisors
New York
$85.6M 2,583,039 -25,949 -1%
AWM
10
Aprio Wealth Management
Georgia
$79.7M 2,406,046 -164,296 -6%
HighTower Advisors
11
HighTower Advisors
Illinois
$79M 2,384,003 -29,529 -1%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$73.8M 2,225,529 +107,196 +5%
BFG
13
Bouchey Financial Group
New York
$69M 2,081,416 +37,588 +2%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$68.7M 2,074,375 +370,642 +22%
FG
15
Foster Group
Iowa
$67.5M 2,036,741 +7,368 +0.4%
LI
16
LVZ Inc
Michigan
$66.6M 2,009,693 -26,143 -1%
PAS
17
Park Avenue Securities
New York
$59.2M 1,787,044 +91,862 +5%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$57.7M 1,741,233 -46,681 -3%
UBS Group
19
UBS Group
Switzerland
$57.4M 1,733,139 +20,200 +1%
Raymond James Financial
20
Raymond James Financial
Florida
$57.2M 1,726,763 +111,991 +7%
PCI
21
Planning Center Inc
Illinois
$55M 1,658,193 +49,217 +3%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$52.4M 1,581,687 -3,609 -0.2%
BHWM
23
Beaird Harris Wealth Management
Texas
$49.2M 1,484,568 +120,272 +9%
SIAG
24
Safeguard Investment Advisory Group
California
$48.1M 1,450,615 +3,965 +0.3%
AC
25
Apella Capital
Connecticut
$45.5M 1,429,319 +897,140 +169%
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